Chris began his financial services career in 1984 and has been providing comprehensive financial services to his clients since 2000. Prior to joining Mercer Advisors, he served as president and founder of Pegasus Advisors. Chris’ areas of interest and expertise include tax management, investment management, and retirement income and distribution planning. He also has a deep affinity for creating customized financial plans to meet the unique needs of those living with disabilities. Chris earned his Liberal Arts degree from St. John’s College. He is a founding member of the Alliance of Comprehensive Planners and is in the process of obtaining the FINRA Series 65 license.